Monthly Archive:: December 2009

Talbots 401k (RSVP) Plan PSDS Scan 12/31/2008

The last scan of the year and the Balanced portfolio was mostly in the RVST Income Fund represented in the scan by WFSRF and it was the largest holding in the employee portfolio as well. The company

Diamond Offshore 401k Plan PSDS Scan 12/31/2008

Another plan helped by company stock DO and the Balanced portfolio invested 6.3% of the plan in the stock. It is very volatile like most energy stocks. The employee portfolio had 5.0% in the company stock and

Alberto Culver 401k (PSP) Plan PSDS Scan 12/31/2008

A good plan that was helped by company stock ACV. The Balanced portfolio had 9.5% of the plan in the stock and the employee portfolio had 12% invested in the stock. The Vanguard target retirement funds without

Weatherford International 401k (SP) PSDS Scan 12/31/2008

This is a good plan however company stock WFT sold off in 2008 like many but much more than most at down -68.5%. This reduced WFT 5yr APR to 3.72% even though the average return was 18.9%

Pacific Gas & Electric 401k (RSP) PSDS Scan 12/31/2008

The SEC 11-k for this plan as of 12/31/2008 listed only three options in the over 5% catagory. Fidelity is the trustee and more Fidelity funds were to be added on 7/31/2009. The scan has only the

Cameron International 401k (RSP) PSDS Scan 12/31/2008

This plan was helped a little by company stock CAM and the Balanced portfolio had 2.2% of the plan invested in it and 89.5% in the stable value fund SVF.inv in the scan. The employee portolio had

Thermo Fisher Scientific 401k (RP) PSDS Scan12/31/2008

This plan could use some help. The Balanced portfolio has 99.6% of the plan in the stable value fund SVF.hpx in the scan. The employee portfolio as of 12/31/2008 had TRRBX as its largest holding at 14.5%

Western Digital 401k Plan PSDS Scan 6/30/2009

This scan uses 6/30/2009 data and the Balanced portfolio lifeboat is getting smaller as markets are starting to turn up. The Balanced portfolio still has 73.6% of the plan in the stable value fund NGSVF in the

Health Net 401k (SP) Plan PSDS Scan 12/31/2008

The Balanced portfolio does not have any company stock HNT which had a 5yr APR= -19.76% with high volatility. The not so Balanced portfolio has 90.4% of the plan in the stable value fund SVF.hpx in the

Cascade 401k (SIP) Plan PSDS Scan 12/31/2008

This plan was helped a little by company stock CASC and like most hurt by 2008. The so called Balanced portfolio has 90.7% of the plan in the stable value fund represented by the index SVF.hpx in